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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
501
Engineers Gate Manager
New York
$735K +$213K +133 +44%
AIL
502
AGF Investments LLC
Ontario, Canada
$734K -$172K -107 -20%
MCM
503
MAI Capital Management
Ohio
$734K -$67.4K -42 -9%
Vontobel Holding
504
Vontobel Holding
Switzerland
$725K -$192K -120 -22%
FM
505
Foster & Motley
Ohio
$725K -$54.5K -34 -7%
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$700K
JIC
507
Johnson Investment Counsel
Ohio
$696K
AWM
508
Apollon Wealth Management
South Carolina
$694K -$72.2K -45 -10%
VPIM
509
Vanguard Personalized Indexing Management
California
$693K -$140K -87 -18%
CS
510
Comerica Securities
Michigan
$688K +$3.21K +2 +0.5%
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$686K -$140K -87 -18%
CT
512
Coastline Trust
Rhode Island
$679K -$64.2K -40 -9%
JCIA
513
Jackson Creek Investment Advisors
Colorado
$677K -$16K -10 -2%
BPM
514
Bowling Portfolio Management
Ohio
$661K -$20.9K -13 -3%
AC
515
Avestar Capital
New York
$655K
LNC
516
Lincoln National Corp
Pennsylvania
$654K
HFG
517
Heron Financial Group
New York
$652K
HIM
518
Hillsdale Investment Management
Ontario, Canada
$645K +$610K +380 New
SDIC
519
South Dakota Investment Council
South Dakota
$640K -$770K -480 -56%
TAM
520
Tocqueville Asset Management
New York
$640K +$17.6K +11 +3%
FTDI
521
First Trust Direct Indexing
Massachusetts
$637K -$44.9K -28 -7%
CCA
522
Checchi Capital Advisers
California
$621K
PFSC
523
Peoples Financial Services Corp
Pennsylvania
$616K
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$613K
KeyBank National Association
525
KeyBank National Association
Ohio
$603K +$38.5K +24 +7%

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.